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Sunstone Hotel Investors

202 hedge funds and large institutions have $3.66B invested in Sunstone Hotel Investors in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

9% more funds holding

Funds holding: 185202 (+17)

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$34M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.51% less ownership

Funds ownership: 106.95%105.44% (-1.5%)

28% less call options, than puts

Call options by funds: $250K | Put options by funds: $348K

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
91
Reduced
78
Closed
14
Calls
$250K
Puts
$348K
Net Calls
-$98K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
176
Zacks Investment Management
Illinois
$253K +$261K +15,180 New
CEP
177
Chicago Equity Partners
Illinois
$247K +$254K +14,804 New
IPC
178
Independent Portfolio Consultants
Florida
$231K -$69.4K -4,043 -23%
UOC
179
UBS O'Connor
Illinois
$231K +$238K +13,864 New
AAM
180
Advisors Asset Management
Colorado
$227K +$233K +13,603 New
VAM
181
Visium Asset Management
New York
$216K +$222K +12,937 New
Credit Agricole
182
Credit Agricole
France
$212K -$23.5K -1,372 -10%
Walleye Trading
183
Walleye Trading
New York
$204K +$210K +12,212 New
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$202K +$35.9K +2,091 +21%
QT
185
Quantbot Technologies
New York
$199K +$205K +11,966 New
SCM
186
Stevens Capital Management
Pennsylvania
$184K +$189K +11,035 New
Federated Hermes
187
Federated Hermes
Pennsylvania
$160K +$1.48K +86 +0.9%
BJ
188
BlackRock Japan
Japan
$153K -$25.9K -1,510 -14%
US Bancorp
189
US Bancorp
Minnesota
$151K +$10.4K +608 +7%
TRCT
190
Tower Research Capital (TRC)
New York
$111K +$42.1K +2,452 +59%
SAMC
191
Shinko Asset Management Company
Japan
$102K -$2.85K -166 -3%
ARMT
192
Amica Retiree Medical Trust
Rhode Island
$100K -$102K -5,954 -50%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$57K +$11.4K +664 +24%
MOACM
194
Mutual of America Capital Management
New York
$50K +$463 +27 +0.9%
HIM
195
Hillsdale Investment Management
Ontario, Canada
$38K +$39.5K +2,300 New
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$10K +$10.6K +619 New
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$5K -$3.33K -194 -39%
TDC
198
Thompson Davis & Co
Virginia
$4K -$3.57K -208 -45%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$4K -$2.39K -139 -36%
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.23K +$67.3K +3,923 +3%

SHO Hedge Fund Activity: Q1 2015 in Review

202 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2015, worth a combined $3.66B — up 0.94% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 14 closed out — a net gain of 18 holders — while 91 added to existing stakes and 78 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $77.6M. The largest seller was Cohen & Steers, cutting an estimated $209M.

  • 202 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2015, up from 185 in Q4 2014.
  • Funds reported $3.66B of Sunstone Hotel Investors stock for Q1 2015, up 0.94% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q1 2015 and 14 closed out, a net change of +18 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2015 was Lasalle Investment Management Securities, an estimated $77.6M added.
  • The largest Sunstone Hotel Investors seller in Q1 2015 was Cohen & Steers, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2015.